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  • Welcome

    Welcome to our 2018 Global Insights Conference

    It's hard to believe that nearly a year has passed since we were last in Birmingham for our inaugural Global Insights Conference, but as ever, the time since has been eventful for both the global economy and global markets.

    Donald Trump has remained at the forefront of geopolitical events, with his tweets filling the newswires on a regular basis. And if you hadn't already heard the words 'cryptocurrency' or 'Bitcoin' before, then you certainly had done by the end of 2017. Meanwhile in the UK, regulatory attention on the investment industry increased with the publication of the FCA's Asset Management Market Study, plus the introduction of MiFID II and PRIIPS early in 2018, all of this against the backdrop of the ongoing Brexit negotiations and attendant uncertainties.

    Looking at investment markets, those ongoing Brexit uncertainties continue to weigh heavily on the future growth prospects for "UK Plc", whilst other global markets have taken their cue from US stocks, which since the start of 2018 have now twice fallen by over 10% from their January highs into "correction" territory. Investors have plenty to think about at present, including the continuing withdrawal of central bank stimulus, rising trade tensions between the US and China and concerns that economic growth may have peaked after the best period of synchronised global expansion for some time. With valuations looking full or expensive for some assets, the key questions now are whether markets can regain their upward momentum and how do we manage downside risks in this environment.

    It is against this backdrop that we invite you to join Investec Asset Management for our second Global Insights Conference in Birmingham on 17th May. Over the course of this event, our leading investment managers will share their investment insights across a range of asset classes, including managers you will already know such as Alastair Mundy or Simon Brazier, plus this year we are featuring "New Investment Ideas" in the agenda to highlight our newer investment strategies such as Global Total Return Credit, along with more established strategies that you may not be aware of, such as Global Value Equity.

    I hope that you will attend Investec's 2018 Global Insights Conference and take full advantage of the opportunity to meet both your peers and Investec's investment experts.


    Stephen Capon

  • Agenda

    New investment ideas

    08:30 Registration, light breakfast



    Stephen Capon, Sales Director UK Client Group


    When a defensive approach is required

    Investec Diversified Income Fund – John Stopford, Head of Multi-Asset Income


    In Discussion – Value and Quality, opportunities for investors

    Alastair Mundy, Head of Value Simon Brazier, Co-Head of Quality Moderated by David Aird, Managing Director UK Client Group

    Watch the trailer >


    UK income investing through uncertain markets

    Investec UK Equity Income Fund – Blake Hutchins


    Refreshment break


    New investment ideas


    Credit in a rising rate environment

    Investec Global Total Return Credit Fund – Garland Hansmann, Portfolio Manager


    The emergence of Quality in Asia

    Investec Asia ex-Japan Fund – Charlie Dutton, Portfolio Manager


    Generating consistent returns from smaller companies

    Investec UK Smaller Companies Fund – Matt Evans, Portfolio Manager


    Blending global value into your client portfolios

    Investec Global Special Situations Fund - Alessandro Dicorrado, Portfolio Manager


    Q&A and wrap up

    Davi Aird and all speakers



    Stephen Capon






    Download the agenda

  • Speakers

    Speaker profiles

    Stephen Capon

    Sales Director, UK Client Group
    Joined the firm in 2002
    Joined the industry in 1982

    Stephen is the sales director for the Midlands, Wales and East Anglia within the UK Client Group at Investec Asset Management. His responsibilities involve supporting discretionary asset managers, top end advisory clients, stockbrokers and regional life company contacts.

    Read more

    Prior to joining the firm in 2002, Stephen gained 15 years of experience in the asset management industry with companies including Perpetual, Aberdeen and Friends Ivory & Sime, having begun his financial services career in 1982 with the life company NPI.

    John Stopford

    Head of Multi-Asset Income
    Joined the firm in 1993
    Joined the industry in 1990

    John is head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income. He is lead portfolio manager on our multi-strategy income portfolios, as well as participating in the wider management of our multi-asset strategies. During his time at the firm John has held senior positions as co-head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004.

    Read more

    John joined Guinness Flight in 1993, which was later acquired by Investec Asset Management, and took responsibility for investments in emerging bond and currency markets. Previous to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management.

    John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.

    David Aird

    Managing Director, UK Client Group
    Joined the firm in 2000
    Joined the industry in 1988

    David is managing director of the UK Client Group at Investec Asset Management, responsible for retail and institutional business in the UK and Ireland. David initially joined Investec Asset Management as sales director for UK & Europe in 2000.

    Read more

    Prior to Investec Asset Management, David worked at Gartmore Asset Management with responsibility for capital raising for their hedge fund business. Previously, David was head of institutional pooled sales in the UK and offshore areas for Fleming Investment Management.

    David started his career as a Chartered Accountant after graduating from Nottingham City University with a degree in Accounting and Finance.

    Alastair Mundy

    Head of Value
    Joined the firm in 2000
    Joined the industry in 1998

    Alastair is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management.  He manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund.

    Read more

    He also manages the Temple Bar Investment Trust. Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988.

    Simon Brazier

    Co-Head of Quality
    Joined the firm in 2014
    Joined the industry in 1998

    Simon is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on UK equities, and manager of the Investec UK Alpha Fund and the Luxembourg domiciled Investec GSF UK Alpha Fund. He is also responsible for the co-management of the specialist Quality investment team. Simon is based in the firm’s London office.

    Read more

    Prior to joining the firm, Simon worked for Threadneedle where he was Head of UK Equities and responsible for the portfolio management of the Threadneedle UK Fund. He has been managing funds for over 14 years having started his career with Schroders in 1998. Simon graduated from Durham University and the University of Aix-Marseille with a BA Honours degree in Economics with French. Simon holds the Institute of Investment Management and Research (IIMR) certificate.

    Blake Hutchins

    Portfolio Manager
    Joined the firm in 2014
    Joined the industry in 2007

    Blake is a portfolio manager at Investec Asset Management. He is manager of the UK Equity Income Fund, co-manager of the Global Quality Equity Income Fund, backup portfolio manager on the UK Alpha Fund and an analyst within the Quality team. Blake is based in the firm’s London office.

    Read more

    Prior to joining the firm, Blake worked for Threadneedle where he was responsible for retail and institutional assets. He has been managing funds since 2011 having started his career with Aviva Investors in 2007. Blake graduated from the University of Edinburgh with a MA Honours degree in Economics and Politics. In addition, Blake holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

    Garland Hansmann

    Portfolio Manager
    Joined the firm in 2015
    Joined the industry in 1999

    Garland is a portfolio manager responsible for High Yield and Investment Grade Credit funds at Investec Asset Management.

    Prior to joining the firm he was Head of High Yield at Intermediate Capital Group, where he was also a member of the investment committee for the firms senior secured loans, high yield bond and direct lending funds. Before that Garland worked at Credit Suisse Asset Management where he was Head of European Credit Research for both European High Yield and Investment Grade, as well as lead portfolio manager for European high Yield and co-manager for Global High Yield strategies.

    Read more

    Prior to this Garland established the Investment Grade Corporate Bond Strategy for Delbruck Asset Management in Frankfurt, and was also a fixed income portfolio manager within Dresdner Bank’s institutional asset management division. Garland holds a Finance and Capital Markets degree (Diplombetriebswirt) from the Hochschule fuer Bankwirtschaft University in Frankfurt, and is also a CFA Charterholder.

    Charlie Dutton

    Portfolio Manager
    Joined the firm in #
    Joined the industry in #

    Charlie is a portfolio manager in Investec Asset Management’s Quality team. His focus is on global investments, in particular Asian equities. Prior to joining the firm, Charlie was a portfolio manager at Coupland Cardiff Asset Management, an Asian investment firm.

    Read more

    Before that he held senior positions at J.P. Morgan; he was the director of Asia Pacific Research and head of Asia Pacific Consumer Research. Charlie has a Bachelor of Science degree in Geography from Durham University and has passed Level III of the CFA Programme.

    Matt Evans

    Portfolio Manager
    Joined the firm in 2017
    Joined the industry in 1998

    Matt is a portfolio manager at Investec Asset Management, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office. Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios.

    Read more

    He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps. He graduated from Loughborough University with a degree in Geography and Sports Science. In addition, Matt holds the Investment Management Certificate.

    Alessandro Dicorrado

    Portfolio Manager
    Joined the firm in 2011
    Joined the industry in 2004

    Alessandro is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. In 2011, Alessandro joined Investec Asset Management as an analyst in the Value team. Previously he worked at J.P. Morgan Chase & Co as a fixed income derivatives salesperson in London.

    Read more

    He graduated from UCL in 2004 with a Bachelor of Science (Hons) degree in Economics and holds a Master’s degree in Finance from the London Business School. He has passed Level III of the CFA Programme.

  • Venue

    Hyatt Regency Birmingham


    Thursday 17 May 2018
    Hyatt Regency Birmingham
    2 Bridge Street
    Birmingham B1 2JZ


    Q-Park, Brindley Place, 1 Brunswick Street, B1 2JF is approximately 7 minutes’ walk from The Hyatt Regency. If you would like us to pre-book and pay for a space for you, please send an email to with your vehicle registration number by close of business Tuesday 15th May

  • Value vs. Quality Trailer

    Head to Head | Value vs. Quality

    On 17th May, Value Portfolio Manager Alastair Mundy and Quality Portfolio Manager Simon Brazier will debate their different investment approaches, the market environment, companies they like and companies they don’t. Watch the short trailer to preview the debate.